• 13F History

EP Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$12.3B
Signature - Title
Jennifer Herron - Compliance Analyst
Location
Torrance, CA
Summary
This page shows a list of all the recent 13F filings made by EP Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EP Wealth Advisors, LLC reported 1234 stock holdings with total value $12.3B as of Q4 2024. Top holdings included VUG, AAPL, VTV, BIV, and VIGI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 1,234 $12.3B +$1.07B -$479M +$590M VUG, AAPL, VTV, BIV, VIGI 13F-HR 2/13/2025, 06:41 PM
Q3 2024 1,181 $11.6B +$2.06B -$207M +$1.86B VUG, AAPL, VTV, MSFT, VIGI 13F-HR 11/14/2024, 08:11 PM
Q2 2024 859 $9.41B +$1.06B -$320M +$738M VUG, VTV, AAPL, MSFT, VIGI 13F-HR 8/19/2024, 01:42 PM
Q1 2024 831 $8.55B +$426M -$241M +$184M VUG, VTV, AAPL, MSFT, SPY 13F-HR 5/14/2024, 05:26 PM
Q4 2023 814 $7.84B +$858M -$162M +$695M VUG, VTV, AAPL, MSFT, AGG 13F-HR 2/28/2024, 01:06 PM
Q3 2023 752 $6.45B VUG, VTV, AAPL, MSFT, SPY 13F-HR 11/22/2023, 07:34 PM
Q2 2023 102 $845M AAPL, VIGI, DFAT, AMT, DIS 13F-HR 8/14/2023, 01:06 PM
Q1 2023 144 $1.1B AAPL, AMZN, AVGO, DFCF, AMT 13F-HR 6/5/2023, 09:28 AM
Q4 2022 620 $5.55B +$1.01B -$75.7M +$937M VUG, VTV, NEAR, AAPL, TLT 13F-HR 6/12/2023, 11:52 AM
Q3 2022 342 $4.41B +$709M -$140M +$569M VUG, VTV, NEAR, AAPL, MSFT 13F-HR 12/2/2022, 04:28 PM
Q2 2022 635 $4.44B +$781M -$85.6M +$696M VUG, VTV, NEAR, AAPL, MSFT 13F-HR 8/11/2022, 12:29 PM
Q1 2022 635 $4.56B +$693M -$118M +$575M VUG, VTV, AAPL, MSFT, AMZN 13F-HR 5/20/2022, 02:53 PM
Q4 2021 544 $4.23B +$374M -$52.1M +$322M VUG, VTV, AAPL, MSFT, AMZN 13F-HR 2/17/2022, 03:57 PM
Q3 2021 528 $3.65B +$243M -$183M +$60.1M VUG, VTV, AAPL, MSFT, JPM Restatement 11/22/2021, 07:18 PM
Q2 2021 535 $3.61B +$329M -$96.9M +$232M VUG, VTV, AAPL, MSFT, JPM 13F-HR 8/24/2021, 05:25 PM
Q1 2021 491 $3.15B +$550M -$366M +$184M VUG, VTV, AAPL, MSFT, JPM 13F-HR 5/17/2021, 04:36 PM
Q4 2020 455 $2.84B +$378M -$112M +$266M VUG, IGSB, VTV, AAPL, MSFT 13F-HR 2/18/2021, 12:43 PM
Q3 2020 353 $2.32B +$289M -$476M -$186M VUG, IGSB, VTV, AAPL, MSFT 13F-HR 11/17/2020, 12:17 PM
Q2 2020 288 $2.28B +$160M -$167M -$7.4M VTV, IGSB, VUG, AAPL, VB 13F-HR 8/14/2020, 05:23 PM
Q1 2020 361 $2.04B +$220M -$87.2M +$133M VTV, IGSB, VUG, VB, AAPL 13F-HR 5/18/2020, 03:49 PM
Q4 2019 413 $2.43B +$356M -$68.7M +$287M VTV, IGSB, VUG, VB, AAPL 13F-HR 2/14/2020, 12:52 PM
Q3 2019 358 $2.02B +$438M -$35M +$403M VTV, IGSB, VUG, VB, AAPL 13F-HR 11/18/2019, 11:47 AM
Q2 2019 308 $1.6B +$746M -$85.3M +$660M VTV, VUG, IGSB, VB, SPY 13F-HR 8/27/2019, 11:05 AM
Q1 2019 244 $1.04B +$130M -$119M +$10.6M VB, IWP, AAPL, MSFT, META 13F-HR 5/17/2019, 07:24 PM
Q4 2018 256 $1.28B +$286M -$50.6M +$235M VTV, VUG, VB, IWP, EFA 13F-HR 2/15/2019, 05:39 PM
Q3 2018 275 $1.26B +$178M -$26.5M +$151M VTV, VUG, VB, AAPL, MSFT 13F-HR 11/14/2018, 07:12 PM
Q2 2018 186 $1.05B +$61.7M -$7.87M +$53.8M VTV, VUG, VB, AAPL, META 13F-HR 8/14/2018, 04:42 PM
Q1 2018 200 $1.02B +$149M -$32.3M +$117M VTV, VUG, VB, AAPL, META 13F-HR 5/15/2018, 05:12 PM
Q4 2017 191 $934M +$52.2M -$23.5M +$28.7M VTV, VUG, VB, AAPL, META 13F-HR 2/14/2018, 07:01 PM
Q3 2017 176 $865M +$54.8M -$24.6M +$30.2M VTV, VUG, VB, META, AAPL 13F-HR 11/14/2017, 05:46 PM
Q2 2017 179 $816M +$97.2M -$15.4M +$81.8M VTV, VUG, VB, META, AAPL 13F-HR 8/17/2017, 03:55 PM
Q1 2017 160 $725M +$108M -$157M -$49.2M VTV, VUG, VB, AAPL, META 13F-HR 5/15/2017, 02:26 PM
Q4 2016 135 $683M +$124M -$9.45M +$115M VTV, NEAR, AGG, VUG, BND 13F-HR 2/14/2017, 05:44 PM
Q3 2016 137 $640M +$37.6M -$14.9M +$22.7M VTV, NEAR, VUG, AAPL, META 13F-HR 11/14/2016, 05:17 PM
Q2 2016 129 $628M +$65.8M -$47.1M +$18.7M VTV, NEAR, VUG, AAPL, SSD 13F-HR 8/15/2016, 01:41 PM
Q1 2016 137 $652M +$177M -$100M +$76.1M VTV, NEAR, VUG, AAPL, XLY 13F-HR 5/16/2016, 12:31 PM
Q4 2015 145 $595M +$101M -$9.77M +$90.9M VTV, VUG, AAPL, JPM, PEP 13F-HR 2/12/2016, 05:01 PM
Q3 2015 137 $523M +$50.8M -$10.6M +$40.2M VTV, VUG, AAPL, GOOGLXXXX, PEP 13F-HR 11/17/2015, 02:36 PM
Q2 2015 121 $534M +$33.2M -$14.3M +$18.9M VTV, VUG, AAPL, JPM, XOM 13F-HR 8/14/2015, 04:35 PM
Q1 2015 130 $532M +$86.7M -$105M -$18.2M VTV, VUG, AAPL, PNC, JPM 13F-HR 5/14/2015, 06:21 PM
Q4 2014 135 $607M +$107M -$121M -$14.3M VTV, VGK, AAPL, VUG, BKLNXXXX 13F-HR 2/17/2015, 06:41 AM
Q3 2014 116 $618M +$231M -$19.5M +$212M AGG, VTV, VGK, AAPL, VUG 13F-HR 11/12/2014, 02:14 PM
Q2 2014 112 $430M +$97.3M -$11.6M +$85.7M VGK, AAPL, UPS, XOM, PNC 13F-HR 7/25/2014, 03:03 PM
Q1 2014 114 $366M +$40.2M -$23.9M +$16.3M AAPL, UPS, XOM, JPM, PNC 13F-HR 5/15/2014, 12:03 PM
Q4 2013 125 $386M AAPL, UPS, XOM, GOOGLXXXX, PRU 13F-HR 2/14/2014, 10:46 AM